Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDV 2.58%
2 MVFD 1.96%
3 INVN 1.92%
4 IPDP 1.86%
5 OUSM 1.73%
6 HAPY 1.61%
7 THMZ 1.48%
8 XMLV 1.40%
9 FXL 1.30%
10 VFMV 1.27%
11 RNIN 1.25%
12 LQPE 1.16%
13 CSB 1.14%
14 USMF 1.08%
15 PAMC 1.04%
16 HSMV 0.96%
17 RNMC 0.92%
18 XSW 0.86%
19 BKDV 0.77%
20 VALQ 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.72M (12.83%) -36.38K
Decreased by -0.47%
Dec 31, 25
2 Morgan Stanley - Brokerage Accounts 6.85M (11.38%) -238.63K
Decreased by -3.48%
Sep 30, 25
3 BlackRock Inc 5.96M (9.89%) -63.34K
Decreased by -1.06%
Sep 30, 25
4 Bank of New York Mellon Corp 5.55M (9.22%) -35.45K
Decreased by -0.64%
Sep 30, 25
5 Kayne Anderson Rudnick Investment Management LLC 3.08M (5.12%) -1.56M
Decreased by -50.72%
Jun 30, 24
6 State Street Corp 2.23M (3.71%) -26.66K
Decreased by -1.19%
Sep 30, 25
7 State Street Corporation 1.89M (3.14%) 38.49K
Increased by +2.04%
Mar 31, 24
8 Geode Capital Management, LLC 1.89M (3.13%) 254.25K
Increased by +13.49%
Dec 31, 25
9 First Trust Advisors L.P. 1.88M (3.12%) 361.87K
Increased by +19.24%
Dec 31, 25
10 Snyder Capital Management LP 1.43M (2.37%) 279.74K
Increased by +19.60%
Dec 31, 25
11 Disciplined Growth Investors Inc 1.34M (2.23%) -31.07K
Decreased by -2.31%
Dec 31, 25
12 Acadian Asset Management LLC 1.26M (2.09%) 1.20M
Increased by +95.27%
Sep 30, 25
13 Frontier Capital Management CO Inc 1.24M (2.06%) 28.24K
Increased by +2.28%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.24M (2.06%) 87.64K
Increased by +7.08%
Dec 31, 25
15 ClearBridge Advisors, LLC 1.17M (1.94%) -510.61K
Decreased by -43.79%
Dec 31, 24
16 Mackenzie Investments 1.15M (1.91%) -12.63K
Decreased by -1.10%
Sep 30, 25
17 Wells Fargo & Co 977.63K (1.62%) -95.89K
Decreased by -9.81%
Jun 30, 24
18 The Goldman Sachs Group Inc 940.31K (1.56%) 610.21K
Increased by +64.89%
Sep 30, 25
19 BTIM Corp 885.23K (1.47%) -202.95K
Decreased by -22.93%
Dec 31, 25
20 NORGES BANK 855.90K (1.42%) 114.86K
Increased by +13.42%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 3.97M (6.59%) 0.00
Increased by 0.00%
Jan 31, 26
2 iShares Core S&P Mid-Cap ETF 1.98M (3.29%) 84.58K
Increased by +4.27%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.93M (3.21%) 2.68K
Increased by +0.14%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.89M (3.13%) 1.05K
Increased by +0.06%
Sep 30, 24
5 Vanguard Information Technology ETF 1.51M (2.51%) -269.00
Decreased by -0.02%
Feb 28, 26
6 Vanguard Small Cap Index 1.38M (2.30%) 4.53K
Increased by +0.33%
Feb 28, 26
7 BNY Mellon Dynamic Value Fund A 1.35M (2.24%) -93.51K
Decreased by -6.94%
Jan 31, 26
8 First Trust SMID Cp Rising Div Achv ETF 1.11M (1.84%) 651.00
Increased by +0.06%
Feb 26, 26
9 Vanguard Small Cap Growth Index Inv 767.58K (1.28%) 1.34K
Increased by +0.17%
Feb 28, 26
10 ClearBridge Aggressive Growth 762.62K (1.27%) 0.00
Increased by 0.00%
Mar 31, 24
11 ClearBridge Aggressive Growth A 762.62K (1.27%) 0.00
Increased by 0.00%
Mar 31, 24
12 Virtus KAR Mid-Cap Core I 696.73K (1.16%) 66.20K
Increased by +9.50%
Dec 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 666.18K (1.11%) 5.27K
Increased by +0.79%
Feb 28, 26
14 Virtus KAR Small-Mid Cap Core R6 625.91K (1.04%) 45.21K
Increased by +7.22%
Mar 31, 24
15 First Trust Value Line® Dividend ETF 576.15K (0.96%) -830.00
Decreased by -0.14%
Feb 26, 26
16 JNL/Newton Equity Income A 560.04K (0.93%) -37.99K
Decreased by -6.78%
Dec 31, 25
17 Disciplined Growth - Mid Cap Growth 502.62K (0.83%) -32.46K
Decreased by -6.46%
Sep 30, 25
18 Canada Life US Small-Mid Cap Growth A 494.19K (0.82%) 49.60K
Increased by +10.04%
Jan 31, 25
19 Canada Life US Small-Mid Cap Growth F 494.19K (0.82%) 0.00
Increased by 0.00%
Dec 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 470.37K (0.78%) -11.77K
Decreased by -2.50%
Jul 31, 25